I have been in the Financial Advice sector since 2012 supporting successful business owners, professional families, engineers, doctors and executives to achieve financial clarity, security and long-term success.
Known for my practical and thoughtful approach, I act as a trusted partner to my clients, providing not only financial strategies and investment oversight but also serving as a sounding board across important business, family and wealth decisions. My role often extends beyond traditional financial advice, helping clients align their financial resources with what matters most, create clear action plans and ensure important opportunities and projects stay on track.
I am passionate about helping clients navigate complexity and make confident decisions at every stage of life. Whether it's building wealth, preparing for retirement, planning for a business transition, managing significant assets or supporting the next generation, I work closely with clients to provide clarity and direction when it matters most.
Many of my clients see me as their personal CFO, coordinating with accountants, lawyers and other specialists to ensure all aspects of their financial affairs are working together effectively. This collaborative approach helps clients make better decisions, avoid costly mistakes and focus their time and energy on the things that are most important to them.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchAt a glance
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Adviser status
Gold
- First year providing advice 2016
- Years of experience 10
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Bennett Wealth Group Pty Ltd
Level 1, 57 Adams RoadRed Hill, WA 6056
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Bennett Financial Services Pty Ltd
AFSL 357917